See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $226,746 | $111,754+102.9% | $103,333+119.4% | $145,922+55.4% |
| Participation rate | 86.7% | 77.9%+8.7pp | 74.5%+12.2pp | 80.3%+6.4pp |
| Annual return | 9.91% | 24.77%-14.9pp | 24.88%-15.0pp | 561.29%-551.4pp |
| Employer contribution / active EE | $3,166 | $4,212-24.8% | $3,868-18.1% | $4,660-32.1% |
| Participant deferral / active EE | $6,831 | $5,619+21.6% | $5,057+35.1% | $6,688+2.1% |
| Admin fee / account holder | $20,607 | $9,750+111.3% | $8,355+146.7% | $13,397+53.8% |